Next Level Wealth Planning’s Arthur J. Gallagher & Co AJG Stock Holding History

Next Level Wealth Planning’s Portfolio AJG Stock Details AJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$102K	Buy	+445	New	+$112K	0.04%	112

Other funds holding AJG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Next Level Wealth Planning's AJG Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Arthur J. Gallagher & Co (AJG) in Q3 2026: 445 shares worth $102K. The stake represents 0.04% of the portfolio and ranks #112 among its holdings.

694 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

Next Level Wealth Planning held 445 shares of Arthur J. Gallagher & Co worth $102K as of Q3 2026.
Arthur J. Gallagher & Co was a new Next Level Wealth Planning position in Q3 2026.
Arthur J. Gallagher & Co made up 0.04% of Next Level Wealth Planning's portfolio in Q3 2026, its #112 holding.
694 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.